WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.05B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$17.2M
3
+$15M
4
NOW icon
ServiceNow
NOW
+$14.3M
5
ABNB icon
Airbnb
ABNB
+$11.3M

Top Sells

1
+$116M
2
+$23.1M
3
+$21.6M
4
TSLA icon
Tesla
TSLA
+$11.4M
5
STE icon
Steris
STE
+$9.69M

Sector Composition

1 Technology 26.97%
2 Financials 10.84%
3 Healthcare 8.51%
4 Consumer Discretionary 7.8%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$79.5K ﹤0.01%
4,060
-132
827
$79K ﹤0.01%
1,049
+248
828
$78.9K ﹤0.01%
2,071
+140
829
$78.7K ﹤0.01%
7,411
-994
830
$77.9K ﹤0.01%
1,198
-3
831
$77.7K ﹤0.01%
714
832
$76.6K ﹤0.01%
3,751
833
$76.5K ﹤0.01%
810
834
$76.4K ﹤0.01%
370
835
$75.9K ﹤0.01%
2,000
836
$75.8K ﹤0.01%
750
837
$74.5K ﹤0.01%
6,852
838
$74.1K ﹤0.01%
1,842
839
$73.8K ﹤0.01%
825
840
$73.5K ﹤0.01%
+2,000
841
$73.5K ﹤0.01%
1,550
-50
842
$72.6K ﹤0.01%
199
843
$72.4K ﹤0.01%
904
844
$72.2K ﹤0.01%
2,000
845
$72.1K ﹤0.01%
400
846
$71.9K ﹤0.01%
900
-26
847
$71.7K ﹤0.01%
350
848
$71K ﹤0.01%
138
849
$70.6K ﹤0.01%
8,588
850
$70.2K ﹤0.01%
1,000
32 33
34
35 36